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Classic Late Cycle with Cameron Dawson and Luke Gromen

RiskReversal Pod

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The Implications of China's Halt in Buying Treasuries

This chapter discusses the significant macroeconomic development of China's cessation of buying treasuries in late 2013, the implications on the global economy, and the potential risks of a sovereign debt crisis. It covers topics such as rate rises, central bank actions, the crowding out effect, and the strengthening of the dollar.

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